1. © 2011 Deep Web Technologies, Inc. By Abe Lederman President and CTO June 26, 2011 Understanding Differences Between Federated Search and Discovery Services

2. © 2011 Deep Web Technologies, Inc. 2 About Deep Web Technologies... Founded by Abe Lederman in 2002 –A co-founder of Verity –20+ years in information business 24 person company based in Santa Fe, New Mexico Over $5M in R&D Pioneered federated search Developed high profile applications

3. © 2011 Deep Web Technologies, Inc. 3 Federated Search allows users to submit a real-time search in parallel to multiple information sources and retrieve aggregated, ranked and de-duplicated results. What Is Federated Search?

4. © 2011 Deep Web Technologies, Inc. 4 Public Web Sources Public Web Sources One Search, Many Sources Blogs eBooks Enter Your Search… Begin Search Internal Databases Internal Databases Journals Wikis Subscription Sources Subscription Sources

5. © 2011 Deep Web Technologies, Inc. 5 It is too slow Connectors break Brings back too few results from each source Brings back too many results Unable to rank results well (meta- data differences, lack of info) Federated Search Has Gotten A Bad Rap

6. © 2011 Deep Web Technologies, Inc. 6 Federated Search vs. Discovery Services Federated Search Discovery Service IndexNo IndexOne unified index SourcesNo limitMust have agreements Content BiasNonePossibly Information Currency Real-time returnDepends on index update PreparationConnector Development Index Development Speed2 – 30 seconds1 – 2 seconds ControlSelect sourcesNo ability to select AlertsYesSome

7. © 2011 Deep Web Technologies, Inc. 7 Landscape is Not So Clear Summon (ProQuest) – Discovery Service EDS (EBSCO) –Discovery Service + Federated Search WorldCat Local (OCLC) –Discovery Service + Federated Search Primo (Ex Libris) –Discovery Service + Federated Search Encore Synergy (Innovative Interfaces) –Limited Discovery Service + Federated Search Explorit (Deep Web Technologies) –Federated Search

8. © 2011 Deep Web Technologies, Inc. 8 Content Neutrality Do you comply with the International CoalitionInternational Coalition of Library Consortium (ICOLC)of Library Consortium (ICOLC) Statement, Principle 3?Statement “We encourage publishers to allow their content to be made available through numerous vendors appropriate for their subject matter. We also encourage online providers and aggregators to allow their metadata to be included in emerging discovery layer services on a non-exclusive basis.” -- Carl Grant, "Gladiators" to perform sleight-of-hand at Charleston Conference.” Commentary from Carl Grant. October 30, 2010."Gladiators" to perform sleight-of-hand at Charleston Conference

9. © 2011 Deep Web Technologies, Inc. 9 Content Neutrality -Points by Carl Grant Is there unbiased ranking of content? Does competition have access to content? Can you control the ranking of results? Does the library have control over their content?

10. © 2011 Deep Web Technologies, Inc. 10 Lack of Transparency of Discovery Service Vendors What is being indexed? –Which Journals/Databases –What period is covered Currency of information Indexing full-text vs. meta-data only

11. © 2011 Deep Web Technologies, Inc. 11 Ability to Integrate How easy/hard/expensive/time consuming is it to add my catalog and other internal/special sources to index? How well do you authenticate/ integrate with link resolvers?

12. © 2011 Deep Web Technologies, Inc. 12 When Should You Choose Federated Search? Access to up-to-date information is important. You want control of your sources. You want to search internal/non- mainstream sources Your research is specialized (ex. medical/legal) You have a wide range of subscribed content (ex. EBSCO and ProQuest)

13. © 2011 Deep Web Technologies, Inc. 13 Getting Federated Search Right Display results incrementally Proactively monitor information sources Optimized connectors bring back greater number of high quality results Do relevance ranking well Present best results through filters and clusters

14. © 2011 Deep Web Technologies, Inc. 14

15. © 2011 Deep Web Technologies, Inc.

19. 19 More Reading… Federated Search Primer Quality, Not Quantity Whitepaper Blog articles –Discovery Services: Over-Hyped and Under- PerformedDiscovery Services: Over-Hyped and Under- Performed –Preparing for ALA Panel and Federated Search NeutralityPreparing for ALA Panel and Federated Search Neutrality –Discovering the need for discovery solutions that also support meta/federated searching (Carl Grant)Discovering the need for discovery solutions that also support meta/federated searching

20. © 2011 Deep Web Technologies, Inc. 20 Thank you! Questions? Please email me: Abe Lederman abe@deepwebtech.com This Powerpoint is located here: www.deepwebtech.com/ala2011.ppt